See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,975 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,341 | $123,793+63.5% | $177,821+13.8% | $79,858+153.4% |
| Participation rate | 98.2% | 84.7%+13.6pp | 87.7%+10.5pp | 69.6%+28.6pp |
| Annual return | 17.34% | 22.82%-5.5pp | 48.32%-31.0pp | 31.71%-14.4pp |
| Employer contribution / active EE | $5,813 | $4,095+41.9% | $5,918-1.8% | $2,471+135.3% |
| Participant deferral / active EE | $14,791 | $5,956+148.3% | $7,714+91.7% | $3,740+295.5% |
| Admin fee / account holder | $102 | $7,243-98.6% | $12,427-99.2% | $5,306-98.1% |